GIA

Guyasuta Investment Advisors Portfolio holdings

AUM $1.63B
1-Year Est. Return 20.57%
This Quarter Est. Return
1 Year Est. Return
+20.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.62B
AUM Growth
+$261M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
278
New
Increased
Reduced
Closed

Top Buys

1
+$28.3M
2
+$27.3M
3
+$18.6M
4
TEL icon
TE Connectivity
TEL
+$18M
5
UNH icon
UnitedHealth
UNH
+$16.8M

Top Sells

1
+$41.1M
2
+$28.8M
3
+$17.8M
4
CHTR icon
Charter Communications
CHTR
+$17M
5
CMCSA icon
Comcast
CMCSA
+$10.7M

Sector Composition

1 Technology 22.35%
2 Healthcare 15.18%
3 Industrials 13.19%
4 Financials 13.11%
5 Consumer Discretionary 9.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$872K 0.05%
5,023
127
$868K 0.05%
5,420
128
$858K 0.05%
29,478
+670
129
$856K 0.05%
6,024
130
$852K 0.05%
8,710
+5,710
131
$841K 0.05%
4,302
132
$833K 0.05%
75,730
+25,700
133
$827K 0.05%
1,634
134
$827K 0.05%
6,162
-400
135
$814K 0.05%
+63,885
136
$801K 0.05%
9,127
+1,851
137
$794K 0.05%
3,053
-5
138
$788K 0.05%
2,800
139
$787K 0.05%
3,236
140
$786K 0.05%
6,545
+4,285
141
$776K 0.05%
6,547
+318
142
$758K 0.05%
7,558
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143
$747K 0.05%
2,598
-300
144
$740K 0.05%
18,580
-250
145
$740K 0.05%
8,088
-398
146
$735K 0.05%
3,097
-135
147
$703K 0.04%
1,946
-140
148
$688K 0.04%
8,516
+6,294
149
$676K 0.04%
5,865
-226
150
$656K 0.04%
5,582
-577
4 5
6
7 8